Civic Intelligence

Monroe County Professional Management Corporation

990 • Fiscal year 2020 • EIN 42-1282033

Jul 01, 2019 to Jun 30, 2020 • Filed on Feb 12, 2021

PO Box 331Albia, IA 52531

(641) 932-5311

Siviq Scores

Precomputed percentiles for this filing year versus similar nonprofits in the same peer cohort.

Liabilities / Assets

58th percentile

0.16x

Higher debt load relative to assets than 58% of similar nonprofits.

2020 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2020

Liabilities / Revenue

50th percentile

0.14x

Higher debt load relative to revenue than 50% of similar nonprofits.

2020 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2020

Net Margin

55th percentile

7.6%

Higher net margin than 55% of similar nonprofits.

2020 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2020

Top Officer Pay

37th percentile

$0

Higher top officer pay than 37% of similar nonprofits.

Top officer pay equals 0.0% of source-year revenue.

2020 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2020

Asset Growth

73rd percentile

22%

Faster asset growth than 73% of similar nonprofits.

2020 filings • 501(c)3 • $1M-$5M nonprofits • Annualized from 2019 to 2020

Revenue Growth

41st percentile

-4.1%

Faster revenue growth than 41% of similar nonprofits.

2020 filings • 501(c)3 • $1M-$5M nonprofits • Annualized from 2019 to 2020

Assets

Up

$1,322,209

Up $236,435 (+22%) from 2019

Net Assets

Up

$1,112,704

Up $117,205 (+12%) from 2019

Liabilities

Up

$209,505

Up $119,230 (+132%) from 2019

Revenue

Down

$1,539,680

Down $65,413 (-4.1%) from 2019

Expenses

Up

$1,422,475

Up $14,629 (+1.0%) from 2019

Net Income

Down

$117,205

Down $80,042 (-41%) from 2019

Historical Trend

Balance Sheet Trend

The highlighted filing sits inside the broader history for assets, liabilities, and net assets.

$2.0M$1.5M$1.0M$500K$0Assets 2011: $1,004,233Liabilities 2011: $440,779Net Assets 2011: $563,4542011Assets 2012: $952,992Liabilities 2012: $378,461Net Assets 2012: $574,5312012Assets 2013: $943,121Liabilities 2013: $353,254Net Assets 2013: $589,8672013Assets 2014: $1,041,890Liabilities 2014: $423,554Net Assets 2014: $618,3362014Assets 2015: $1,099,339Liabilities 2015: $409,511Net Assets 2015: $689,8282015Assets 2016: $969,528Liabilities 2016: $279,473Net Assets 2016: $690,0552016Assets 2017: $865,065Liabilities 2017: $217,640Net Assets 2017: $647,4252017Assets 2018: $976,491Liabilities 2018: $178,239Net Assets 2018: $798,2522018Assets 2019: $1,085,774Liabilities 2019: $90,275Net Assets 2019: $995,4992019Assets 2020: $1,322,209Liabilities 2020: $209,505Net Assets 2020: $1,112,7042020Assets 2021: $1,458,080Liabilities 2021: $87,213Net Assets 2021: $1,370,8672021Assets 2022: $1,631,962Liabilities 2022: $82,888Net Assets 2022: $1,549,0742022Assets 2023: $1,727,877Liabilities 2023: $87,453Net Assets 2023: $1,640,4242023Assets 2024: $1,651,224Liabilities 2024: $83,904Net Assets 2024: $1,567,3202024Assets 2025: $1,538,404Liabilities 2025: $138,562Net Assets 2025: $1,399,8422025

Highlighted filing

2020

Assets$1,322,209
Liabilities$209,505
Net Assets$1,112,704

Operations Trend

Revenue, expenses, and net income across loaded years, with this filing highlighted.

$2.0M$1.5M$1.0M$500K$0-$500KRevenue 2011: $1,264,726Expenses 2011: $1,278,588Net Income 2011: -$13,8622011Revenue 2012: $1,287,549Expenses 2012: $1,276,472Net Income 2012: $11,0772012Expenses 2013: $1,428,7672013Revenue 2014: $1,685,516Expenses 2014: $1,657,047Net Income 2014: $28,4692014Revenue 2015: $1,623,963Expenses 2015: $1,552,471Net Income 2015: $71,4922015Revenue 2016: $1,429,636Expenses 2016: $1,429,409Net Income 2016: $2272016Revenue 2017: $1,320,706Expenses 2017: $1,360,336Net Income 2017: -$39,6302017Revenue 2018: $1,487,543Expenses 2018: $1,336,716Net Income 2018: $150,8272018Revenue 2019: $1,605,093Expenses 2019: $1,407,846Net Income 2019: $197,2472019Revenue 2020: $1,539,680Expenses 2020: $1,422,475Net Income 2020: $117,2052020Revenue 2021: $1,558,507Expenses 2021: $1,300,344Net Income 2021: $258,1632021Revenue 2022: $1,423,720Expenses 2022: $1,245,513Net Income 2022: $178,2072022Revenue 2023: $1,371,961Expenses 2023: $1,280,611Net Income 2023: $91,3502023Revenue 2024: $1,208,425Expenses 2024: $1,281,529Net Income 2024: -$73,1042024Revenue 2025: $1,177,110Expenses 2025: $1,344,588Net Income 2025: -$167,4782025

Highlighted filing

2020

Revenue$1,539,680
Expenses$1,422,475
Net Income$117,205
Jump To
Filing Snapshot
Filing Period
Jul 1, 2019 to Jun 30, 2020
Signed
Feb 12, 2021
Return Version
2019v5.2
Gross Receipts
$1,611,251
Mission and Program Overview

Mission

Housing and care of disabled/handicapped. We operate a home and community based services program, a habilitation program and a day hab program for residents of the local area.

Balance Sheet Detail
LineBeginningEndChange
Assets
Land, Buildings, and Equipment, Net$581,873$636,967▲ $55,094
Savings and Temporary Cash Investments$297,220$545,336▲ $248,116
Accounts Receivable$185,039$118,303▼ $66,736
Prepaid Expenses and Deferred Charges$21,335$21,603▲ $268
Intangible Assets$307--
Total Assets$1,085,774$1,322,209▲ $236,435
Liabilities
Unsecured Notes Loans Payable-$130,000-
Accounts Payable and Accrued Expenses$57,681$73,980▲ $16,299
Mortgage Notes Payable Secured by Investment Property$26,219--
Deferred Revenue$6,375$5,525▼ $850
Total Liabilities$90,275$209,505▲ $119,230
Net Assets / Fund Balance
Net Assets Without Donor Restrictions$989,065$1,100,302▲ $111,237
Net Assets With Donor Restrictions$6,434$12,402▲ $5,968
Total Net Assets Fund Balance$995,499$1,112,704▲ $117,205
Total Liabilities and Net Assets / Fund Balance$1,085,774$1,322,209▲ $236,435

Asset Categories

AssetBook ValueDepreciationBasis
Buildings$306,313$403,198$709,511
Leasehold Improvements$240,395$153,536$393,931
Equipment$58,759$248,366$307,125
Land$31,500-$31,500
Compensation and Service Providers

Board Members and Trustees

NameTitle
Loren PencePresident
Lois MickVice President
Brent YeagerDirector
Julie StockerDirector
Linda PrestonDirector
Kathy ElliottSecretary
Revenue and Support

Revenue Composition

Contributions and Grants
$5,968
Program Service Revenue
$1,517,980
Investment Income
$736
Other Revenue
$14,996
All Other Contributions
$5,968
Change in Net Assets
$117,205

Audited Revenue Reconciliation

Revenue per Audited Statements
$1,539,680
Revenue Not Reported on Financial Statements
$0
Revenue Not Reported on Form 990
$0
Total Revenue per Audited Statements
$1,539,680
Total Revenue per Form 990
$1,539,680
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Salaries, Compensation, and Employee Benefits$1,193,787
Other Expenses$228,688
Grants and Similar Amounts Paid$0
Professional Fundraising Fees$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Other Salaries and Wages$909,293$71,780-$981,073
Payroll Taxes$99,499$7,852-$107,351
Other Employee Benefits$93,625$11,738-$105,363
Depreciation Depletion$40,982$8,130-$49,112
All Other Expenses$3,743$32,044-$35,787
Insurance$14,989$1,728-$16,717
Office Expenses-$15,834-$15,834
Fees for Services Accounting-$14,280-$14,280
Other Expenses$6,955$4,485-$11,440
Occupancy$4,427$4,713-$9,140
Advertising-$4,057-$4,057
Total Functional Expenses$1,195,911$226,564$0$1,422,475

Audited Expense Reconciliation

Line ItemAmount
Expenses per Audited Statements$1,422,475
Total Expenses per Audited Statements$1,422,475
Total Expenses per Form 990$1,422,475
Expenses Not Reported on Financial Statements$0
Expenses Not Reported on Form 990$0
Fundraising, Events, and Gaming
Fundraising activities
No
Gaming activities
No
Professional fundraiser used
No

Fundraising and Gaming Totals

Line ItemAmount
Professional Fundraising Fees$0
Political and Lobbying Activity
Political campaign activity
No
Lobbying activity
No
Subject to proxy tax
No
Governance and Compliance

Governance Checklist

Compiled or reviewed by an accountant
No
Annual disclosure for covered persons
Yes
Audit committee
Yes
Backup withholding compliance
Yes
Business relationship with 35% controlled entity
No
Business relationship with family members
No
Business relationship with organization members
No
Material changes to governing documents
No
Compensation from other sources disclosed
No
CEO compensation reviewed
Yes
Other officer compensation reviewed
Yes
Conflict-of-interest policy
Yes
Audited financial statements prepared
No
Key decisions subject to board approval
No
Management duties delegated
No

Governance Explanations

Form 990, Part VI, Section B, Line 11B

Reviewed by president, who discusses it with the other board members prior to approval.

Form 990, Part VI, Section B, Line 12C

President monitors the members, and the other members monitor the president to ensure no perceived or actual conflict of interest.

Form 990, Part VI, Section B, Line 15

Reviewed by the board of directors, and approved by the board of directors, as documented in the board minutes.

Form 990, Part VI, Section C, Line 19

Available to the public, upon request, during normal business hours.

Filing and Contact Details

Filer

Filer Name
Monroe County Professional
EIN
42-1282033
Phone
6419325311
Address
PO BOX 331, ALBIA, IA 52531

Signing Officer

Name
Jeff Weldon
Title
Executive Director
Phone
6419325311
Signed
2021-02-12
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Jeff Weldon
Formed
1985
Legal Domicile
Ia
Voting Board Members
6
Independent Board Members
6
Employees
62
Volunteers
0

Preparer

Firm
Faller Kincheloe & Co Plc
Address
2721 SW 30TH ST, DES MOINES, IA 50321
Preparer
Ryan Roof
Phone
5153625672
Raw XML Appendix391 raw XML fields

This appendix keeps the raw XML leaves available for debugging and edge-case review. The human report above is the primary experience.

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IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearAmt05968
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus1YearAmt0805
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus2YearsAmt0397
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus3YearsAmt08285
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus4YearsAmt01697
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/TotalAmt017152
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearAmt0736
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus1YearAmt0260
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus2YearsAmt0118
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus3YearsAmt0144
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus4YearsAmt0158
IRS990ScheduleA/GrossInvestmentIncome170Grp/TotalAmt01416
IRS990ScheduleA/PublicOrganization170Ind0X
IRS990ScheduleA/PublicSupportCY170Pct00.92370
IRS990ScheduleA/PublicSupportPY170Pct00.93770
IRS990ScheduleA/PublicSupportTotal170Amt017152
IRS990ScheduleA/ThirtyThrPctSuprtTestsCY170Ind0X
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearAmt05968
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus1YearAmt0805
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus2YearsAmt0397
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus3YearsAmt08285
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus4YearsAmt01697
IRS990ScheduleA/TotalCalendarYear170Grp/TotalAmt017152
IRS990ScheduleA/TotalSupportAmt018568
IRS990/ScheduleBRequiredInd00
IRS990ScheduleD/BuildingsGrp/BookValueAmt0306313
IRS990ScheduleD/BuildingsGrp/DepreciationAmt0403198
IRS990ScheduleD/BuildingsGrp/OtherCostOrOtherBasisAmt0709511
IRS990ScheduleD/EquipmentGrp/BookValueAmt058759
IRS990ScheduleD/EquipmentGrp/DepreciationAmt0248366
IRS990ScheduleD/EquipmentGrp/OtherCostOrOtherBasisAmt0307125
IRS990ScheduleD/ExpensesNotReportedAmt00
IRS990ScheduleD/ExpensesNotRptFinclStmtAmt00
IRS990ScheduleD/ExpensesSubtotalAmt01422475
IRS990ScheduleD/LandGrp/BookValueAmt031500
IRS990ScheduleD/LandGrp/OtherCostOrOtherBasisAmt031500
IRS990ScheduleD/LeaseholdImprovementsGrp/BookValueAmt0240395
IRS990ScheduleD/LeaseholdImprovementsGrp/DepreciationAmt0153536
IRS990ScheduleD/LeaseholdImprovementsGrp/OtherCostOrOtherBasisAmt0393931
IRS990ScheduleD/RevenueNotReportedAmt00
IRS990ScheduleD/RevenueNotReportedFinclStmtAmt00
IRS990ScheduleD/RevenueSubtotalAmt01539680
IRS990ScheduleD/TotalBookValueLandBuildingsAmt0636967
IRS990ScheduleD/TotalExpensesPerForm990Amt01422475
IRS990ScheduleD/TotalRevenuePerForm990Amt01539680
IRS990ScheduleD/TotalRevEtcAuditedFinclStmtAmt01539680
IRS990ScheduleD/TotExpnsEtcAuditedFinclStmtAmt01422475
IRS990/ScheduleJRequiredInd00
IRS990/ScheduleORequiredInd01
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0REVIEWED BY PRESIDENT, WHO DISCUSSES IT WITH THE OTHER BOARD MEMBERS PRIOR TO APPROVAL.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1PRESIDENT MONITORS THE MEMBERS, AND THE OTHER MEMBERS MONITOR THE PRESIDENT TO ENSURE NO PERCEIVED OR ACTUAL CONFLICT OF INTEREST.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2REVIEWED BY THE BOARD OF DIRECTORS, AND APPROVED BY THE BOARD OF DIRECTORS, AS DOCUMENTED IN THE BOARD MINUTES.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3AVAILABLE TO THE PUBLIC, UPON REQUEST, DURING NORMAL BUSINESS HOURS.
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0FORM 990, PART VI, SECTION B, LINE 11B
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1FORM 990, PART VI, SECTION B, LINE 12C
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2FORM 990, PART VI, SECTION B, LINE 15
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3FORM 990, PART VI, SECTION C, LINE 19
IRS990/SchoolOperatingInd00
IRS990/SignificantChangeInd00
IRS990/SignificantNewProgramSrvcInd00
IRS990/SubjectToExcsTaxNetInvstIncInd00
IRS990/SubjectToProxyTaxInd00
IRS990/SubjToTaxRmnrtnExPrchtPymtInd00
IRS990/TaxablePartyNotificationInd00
IRS990/TaxExemptBondsInd00
IRS990/TerminateOperationsInd00
IRS990/TotalAssetsBOYAmt01085774
IRS990/TotalAssetsEOYAmt01322209
IRS990/TotalAssetsGrp/BOYAmt01085774
IRS990/TotalAssetsGrp/EOYAmt01322209
IRS990/TotalCompGreaterThan150KInd00
IRS990/TotalContributionsAmt05968
IRS990/TotalEmployeeCnt062
IRS990/TotalFunctionalExpensesGrp/FundraisingAmt00
IRS990/TotalFunctionalExpensesGrp/ManagementAndGeneralAmt0226564
IRS990/TotalFunctionalExpensesGrp/ProgramServicesAmt01195911
IRS990/TotalFunctionalExpensesGrp/TotalAmt01422475
IRS990/TotalGrossUBIAmt0736
IRS990/TotalLiabilitiesBOYAmt090275
IRS990/TotalLiabilitiesEOYAmt0209505
IRS990/TotalLiabilitiesGrp/BOYAmt090275
IRS990/TotalLiabilitiesGrp/EOYAmt0209505
IRS990/TotalNetAssetsFundBalanceGrp/BOYAmt0995499
IRS990/TotalNetAssetsFundBalanceGrp/EOYAmt01112704
IRS990/TotalOtherCompensationAmt00
IRS990/TotalProgramServiceExpensesAmt01195911
IRS990/TotalProgramServiceRevenueAmt01517980
IRS990/TotalReportableCompFromOrgAmt00
IRS990/TotalRevenueGrp/ExclusionAmt00
IRS990/TotalRevenueGrp/RelatedOrExemptFuncIncomeAmt01532976
IRS990/TotalRevenueGrp/TotalRevenueColumnAmt01539680
IRS990/TotalRevenueGrp/UnrelatedBusinessRevenueAmt0736
IRS990/TotalVolunteersCnt00
IRS990/TotLiabNetAssetsFundBalanceGrp/BOYAmt01085774
IRS990/TotLiabNetAssetsFundBalanceGrp/EOYAmt01322209
IRS990/TotReportableCompRltdOrgAmt00
IRS990/TrnsfrExmptNonChrtblRltdOrgInd00
IRS990/TypeOfOrganizationCorpInd0X
IRS990/UnrelatedBusIncmOverLimitInd00
IRS990/UnsecuredNotesLoansPayableGrp/EOYAmt0130000
IRS990/UponRequestInd0X
IRS990/USAddress/AddressLine1Txt0PO BOX 331
IRS990/USAddress/CityNm0ALBIA
IRS990/USAddress/StateAbbreviationCd0IA
IRS990/USAddress/ZIPCd052531
IRS990/VotingMembersGoverningBodyCnt06
IRS990/VotingMembersIndependentCnt06
IRS990/WebsiteAddressTxt0N/A
IRS990/WhistleblowerPolicyInd01
ReturnHeader/BuildTS02022-09-23 18:48:47Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd01
ReturnHeader/BusinessOfficerGrp/PersonNm0JEFF WELDON
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0EXECUTIVE DIRECTOR
ReturnHeader/BusinessOfficerGrp/PhoneNum06419325311
ReturnHeader/BusinessOfficerGrp/SignatureDt02021-02-12
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0MONROE COUNTY PROFESSIONAL
ReturnHeader/Filer/BusinessName/BusinessNameLine2Txt0MANAGEMENT CORPORATION
ReturnHeader/Filer/BusinessNameControlTxt0MONR
ReturnHeader/Filer/EIN0421282033
ReturnHeader/Filer/PhoneNum06419325311
ReturnHeader/Filer/USAddress/AddressLine1Txt0PO BOX 331
ReturnHeader/Filer/USAddress/CityNm0ALBIA
ReturnHeader/Filer/USAddress/StateAbbreviationCd0IA
ReturnHeader/Filer/USAddress/ZIPCd052531
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0261600907
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0FALLER KINCHELOE & CO PLC
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt02721 SW 30TH ST
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0DES MOINES
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0IA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd050321
ReturnHeader/PreparerPersonGrp/PhoneNum05153625672
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0RYAN ROOF
ReturnHeader/ReturnTs02021-02-12T10:52:48-06:00
ReturnHeader/ReturnTypeCd0990
ReturnHeader/TaxPeriodBeginDt02019-07-01
ReturnHeader/TaxPeriodEndDt02020-06-30
ReturnHeader/TaxYr02019

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2025Detailed filing. Detailed filing data is available for this year.$1.54$0.14$1.40$1.18$1.34$0.17
2024Detailed filing. Detailed filing data is available for this year.$1.65$0.08$1.57$1.21$1.28$0.07
2023Detailed filing. Detailed filing data is available for this year.$1.73$0.09$1.64$1.37$1.28$0.09
2022Detailed filing. Detailed filing data is available for this year.$1.63$0.08$1.55$1.42$1.25$0.18
2021Detailed filing. Detailed filing data is available for this year.$1.46$0.09$1.37$1.56$1.30$0.26
2020Detailed filing. Detailed filing data is available for this year.$1.32$0.21$1.11$1.54$1.42$0.12
2019Detailed filing. Detailed filing data is available for this year.$1.09$0.09$1.00$1.61$1.41$0.20
2018Detailed filing. Detailed filing data is available for this year.$0.98$0.18$0.80$1.49$1.34$0.15
2017Summary only. Only limited summary data is available for this year.$0.87$0.22$0.65$1.32$1.36$0.04
2016Detailed filing. Detailed filing data is available for this year.$0.97$0.28$0.69$1.43$1.43$0.00
2015Detailed filing. Detailed filing data is available for this year.$1.10$0.41$0.69$1.62$1.55$0.07
2014Detailed filing. Detailed filing data is available for this year.$1.04$0.42$0.62$1.69$1.66$0.03
2013Facts available. Structured filing facts are available, but richer extracted sections are limited.$0.94$0.35$0.59$1.43
2012Summary only. Only limited summary data is available for this year.$0.95$0.38$0.57$1.29$1.28$0.01
2011Summary only. Only limited summary data is available for this year.$1.00$0.44$0.56$1.26$1.28$0.01